In addition to WellnessLiving’s default payment methods, you can create, modify, and delete custom payment methods. All account type custom payment methods must be added to a client’s account before they can be used.
To enable or disable a custom payment method, see Enabling and disabling payment methods.
Key tips before you begin:
Once a custom payment method is created, you can’t change the Treat Payment As field.
You can only add account type payment methods to a client’s account.
When you delete a custom payment method, this payment method will be removed from all associated client profiles.
You can’t delete a custom payment method once it is used in a transaction. This is to preserve your business’s historical records.
Create a custom payment method
To create a custom payment method, complete the following:
Click the App Drawer button
then click View All > Setup > Store Configuration > Store Settings.Under Payment Methods, click Add Payment Method.
Under Payment Method Name, enter the name of the payment method.
Under Treat Payment As, select the type of payment method this custom payment type will function as in the system.
Set the Clients can use this payment method in the online store option to ON to allow clients to make purchases in the online store using this payment method.
If you chose Account under Treat Payment As, set the Clients with a negative account balance can still complete purchase option to ON to allow clients with a negative account balance to make purchases in the online store using this payment method.
Click Add.
Modify a custom payment method
To modify a custom payment method, complete the following:
Click the App Drawer button
then click View All > Setup > Store Configuration > Store Settings.Under Payment Methods, click the Edit button
next to the payment method you want to change.Under Payment Method Name, enter the new name of the payment method.
Set the Clients can use this payment method in the online store option to ON to allow clients to make purchases in the online store using this payment method.
If you chose Account under Treat Payment As, set the Clients with a negative account balance can still complete purchase option to ON to allow clients with a negative account balance to make purchases in the online store using this payment method.
Click Save Changes.
Add a custom payment method to a client’s account
To add a custom payment method to a client’s account, complete the following:
On the Top Nav Bar, click the Search button
, and enter the client’s information in the box.In the list of clients displayed, click the client’s name.
On the side menu, click Account, then click Billing & Account Balance.
At the bottom of the page, click Add Custom Payment Method and select the payment method you want to enable for this client.
In the confirmation popup, click OK. This custom payment method will now be available for this client.
Delete a custom payment method
To delete a custom payment method, complete the following:
Click the App Drawer button
then click View All > Setup > Store Configuration > Store Settings.Under Payment Methods, click the Edit button
next to the payment method you want to delete.Click Delete.